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Liam Shorte

 Liam Shorte

Share profile:
8 Victoria Ave Suite 40
Castle Hill
NSW
2154
AU

Overview CONTACT THE ADVISER

Liam Shorte Liam Shorte

total Reviews

36

Experience

14yrs

Status

Platinum

Overall Adviser Rating

100

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Verante Pty Ltd
Verante Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Westpac/BT
Westpac/BT
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Aged CareAged Care
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
UK PensionsUK Pensions
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Free General Advice
  • Personal Advice starting from $$2,200
  • Ongoing Advice starting from $$2,200

Latest Customer Reviews (3 of 36 total)See all

"Liam is very helpful and reliable. He looks after my investments and is never pushy. I trust him implicitly."

Buzz , 65+ 19 Apr 2018

"Very helpful '15 min' chat with information re super to help us plan for future retirement"

Evon, 56-65 19 Apr 2018

"Trying to decide how to best improve our retirement with our SMSF we engaged the services of Liam. I feel confident now that by taking advantage of his expertise that we will make our SMSF work for us. "

Sandy, 56-65 14 Feb 2018

History & Qualifications CONTACT THE ADVISER

My qualifications
Awards
  • Barron's Top 50 Financial Advisers (2017)
  • SMSF Adviser Accounting & Adviser Professional of the Year (2017)
  • SMSF Adviser - Adviser Excellence Award (Best if the Best) (2017)
  • SMSF Association CEO Award (2018)
Years of experience
  • 14 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 40
8 Victoria Ave, Castle Hill
NSW 2154 Australia

Office hours

Monday:   9AM to 6PM
Tuesday:   9AM to 6PM
Wednesday:   9AM to 6PM
Thursday:   8AM to 5PM
Friday:   8AM to 5PM

Other address

Hawkesbury Business Chambers
1 Dight St, Windsor
NSW 2756 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 96% Average Reviews
  • 36 Total Reviews
Buzz , 65+19 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Liam is very helpful and reliable. He looks after my investments and is never pushy. I trust him implicitly."

Evon, 56-6519 Apr 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"Very helpful '15 min' chat with information re super to help us plan for future retirement"

Sandy, 56-6514 Feb 2018
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"Trying to decide how to best improve our retirement with our SMSF we engaged the services of Liam. I feel confident now that by taking advantage of his expertise that we will make our SMSF work for us. "

Alex, 56-6513 Feb 2018
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"Liam has managed our superannuation investments and insurance requirements for over 5 years. During this time he has been proactive in recommending strategies to maximise our superannuation and prepare the path to retirement."

Richard, 65+11 Feb 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Quiet professional & useful advice"

Petrus, 56-6509 Feb 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"We are very happy with Liam as our Financial Advisor and would wholeheartedly recommend him to anyone looking for financial advice. We especially likes that he is very focussed on client needs and explains financial information in easy to understand language."

Robert , 56-6509 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Takes time to explain and is a very conservative with other people money and honest "

Steven , 46-5509 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Liam had plenty of time to spend with us and gave us some sound advice in directions I would not have considered. Great value for money as well"

Ian, 65+15 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Over many years Liam has provided my wife and i with excellent financial advice, and helped us to grow our savings through to the retirement transition phase. He now manages our SMSF and we continue to be highly appreciative of his personable, professional style. He is unbeatable for his prompt responses to any queries, and attention to detail. "

Michael, 56-6513 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have found Liam to be a total professional in the way he has dealt with our requirements regarding our pending retirement. With his guidance and he has us in a position that we never thought we would be able to achieve. Being a small business owner, super was never a high priority in years gone by and without Liam's in depth knowledge of all things financial we would not feel as comfortable about retirement as we do. "

Ann, 56-6515 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Thank you Liam for your dedication and professional approach to all matters. Discussion and advice are always readily available and I would not hesitate in recommending Liam's services to any interested party."

John, 65+11 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Liam was our adviser for 13 years until we decided to retire overseas . We were sad to leave but he could no longer advise us as non-residents. We know our children are in good hands with him as their adviser and his advice/guidance on how to transfer our business premises in our SMSF to the children's accounts without selling down was just brilliant. We are happy -ex-clients who still drop in for a chat when in Oz"

Liam Shorte replied:
11 Jan 2017

"Thank you for the lovely testimonial John, we will improve the coffee for your next chat."

Barry, 65+23 Sep 2016
Expand
Overall customer rating
81%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Very responsive when a request is made for information about various investments and usually meets the need in regard to the matters raised in the enquiry."

KOHN, 65+23 Sep 2016
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Efficient service."

David, 56-6523 Sep 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Liam has an invaluable deep understanding of the minutiae of the superannuation regulations & how it can impact on a client"

Greg, 65+30 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have seen Liam quite often on Sam Henderson segment Sky News YMYC and he answers questions briefly but full of information. So went to his website and email him a question and within very short time gave the answer I had asked many others who did not know it. Excellent adviser and I look forward to keeping in contact with him and seeing again on YMYC on Thursday nights."

Craig & Tracey, 46-5522 Apr 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Liam Shorte is amazing! We initially came across Liam when desperately trying to find an answer to a SMSF question we had during a public holiday over Easter a few years ago. His SMSF Coach website had everything we needed to make a decision and take some action on a property purchase. He has been our 'go-to-guy' for our Self Managed Super Fund and Financial Planning needs ever since. He is always thorough and prompt with his communication and I wouldn't trust our retirement planning in anyone else's hands. We recommend him to everyone!"

Howard, 65+10 Feb 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Liam has pulled our finances out of a deep hole and has guided us to a secure financial future. He is very knowledgable and is able to get his messages across extremelly well. Liam always has our best interests at heart and well find him very trustworth. Howard 2323"

Dianne, 65+14 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I found Liam to be very helpful and gave me confidence in setting up my retirement. Di"

Geoff, 65+04 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been dealing with Liam for the past eight years and during that time we have found him to be an excellent financial adviser. He listens to our concerns and always recommends solutions that are in keeping with our values and risk requirements. Liam always returns our phone calls promptly and is always happy to help with any queries we have. His bright personality, professional and ethical approach is superior. Judy and Geoff {2427}"

1 2
       

Vouch for & Skills Ranking CONTACT THE ADVISER

9

Number of advisers who vouch for the integrity of this adviser

9

+2
more
MAGNITUDE GROUP PTY LTD
CHARTER FINANCIAL PLANNING LIMITED
FINANCIAL SERVICES PARTNERS PTY LIMITED
Infocus Securities Australia Pty Ltd
JBS FINANCIAL STRATEGISTS PTY LTD
MINCHIN MOORE PRIVATE WEALTH PTY LTD
QUANTUM FINANCIAL SERVICES AUSTRALIA PTY. LIMITED

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
15
Customers

#2
Preparing For Retirement
STRENGTH
14
Customers

#3
Tax Effective Strategies
STRENGTH
12
Customers

#4
Self Managed Super Funds
STRENGTH
11
Customers

#5
Savings Investment
STRENGTH
7
Customers

x

Overall rating

100%

Liam Shorte

Company: Verante Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Liam Shorte is a member of and in what capacity, the licensee or company of Liam Shorte and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Liam Shorte (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 96%

Customer Satisfaction: 100%